Commercial Multiline

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$475.00
Available
Seats Available
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Instruction Hours 16
Topics Commercial Multiline
Programs Certified Insurance Counselors Institutes (CIC)
Start Date Feb 12, 2020
End Date Feb 14, 2020
Learning Options Traditional Classroom

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Topics Covered:

  • Commercial Inland Marine Concepts & Coverages

  • Crime Coverages & Endorsements

  • Cyber Exposures and Coverages

  • Employment Practices Liability Insurance

  • Excess Liability/Commercial Umbrella Coverages

Burbank, CA
February 12-14, 2020
7:30 AM Registration
TBDBUR
UNKNOWN ADDRESS
Burbank, CA 91501
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Commercial Multiline Institute

The complexity of commercial lines requires a broader knowledge of the property and casualty coverages specifically designed to address exposures. This course addresses some of the most often encountered coverage enhancements that should be considered. Learn how to protect your clients with the coverages that best match their needs.

Topics Covered:

  • Commercial Inland Marine Concepts & Coverages

  • Crime Coverages & Endorsements

  • Cyber Exposures and Coverages

  • Employment Practices Liability Insurance

  • Excess Liability/Commercial Umbrella Coverages

Participants will:

  • Learn the benefits of writing Bailee coverage.
    • Identify exposures covered by a Builders Risk Policy and the “Soft Costs” endorsement.
    • List the methods for writing Contractors Equipment coverage.
    • Understand the exposures of Transportation and how to address them. 
  • Explore the reasons to consider purchasing Crime Coverage and provisions found in the Crime Coverage Forms.
    • Become familiar with the Seven (7) built-in Insuring Agreements including Employee Theft.
  • Identify first and third-party loss exposures related to Cyber.
    • Understand the major provisions commonly found in Cyber insurance policies and how they differ. 
  • Explore the sources of employment practices liability for businesses and organizations, with special emphasis on related legal concepts.
    • Learn how coverage can be provided and the major policy provisions found in employment practices liability policies.
  • Examine the purpose of excess liability policies.
    • Learn about the different policy characteristics, “self-insured retention”, underlying requirements, and concurrency issues.
    • Learn how to analyze insuring agreements, exclusions and policy provisions in the absence of a “standard” excess liability form.

Commercial Multiline Institute

The complexity of commercial lines requires a broader knowledge of the property and casualty coverages specifically designed to address exposures. This course addresses some of the most often encountered coverage enhancements that should be considered. Learn how to protect your clients with the coverages that best match their needs.

Faculty

Faculty Name

Daniel Fink

Bio Detail

Daniel Fink has 35 years of experience as an Independent Insurance Agent in the Midwest and Southwest. In 2013 he moved from the agency to the company side and has served as Territorial Manager for UCA General Insurance & Pacific Excess. UCA is a program manager for Commercial Property and Liability Packages including Restaurants, Hotels, Condo Associations, and Shopping Centers After graduating with a Bachelor of Arts (cum laude) in Journalism and English from Oakland University, Rochester, MI, Daniel worked as a free-lance newspaper reporter. But then he married into an insurance family and most of his creative writing turned into writing of insurance coverages. He learned insurance from the ground up and helped to grow the family agency eventually managing the commercial lines department and starting a hospitality insurance division specializing in hotels, restaurants, and taverns. In 1999, Daniel returned to his home state of Arizona with his family. He ran his own commercial lines agency for a time and then joined a larger Arizona agency. Since 2004, Daniel has been teaching classes for The National Alliance and state associations including the CIC and CISR programs. He has also spoken at convention and trade associations on insurance coverages, risk management, and insurance topics In 2011, Daniel served as President of the Independent Insurance Agents and Brokers of Arizona and prior to that served on the its board of directors and as chairman of its education committee. Daniel also serves as an expert witness on insurance matters and standard of care assisting attorneys on insurance litigation matters. He has served on the committee to review the insurance agents licensing exam for the State of Arizona. Daniel has been active in teaching, sports, drama, writing, and playing with his grandson. He also likes to attend and work in his local church and working with children including AZ foster kids. His loves include his three children: Andrea (33), Sarah (30), and DJ (27), and his grandson Avery (8). Daniel just married his love and fellow adventurer Dina on Christmas Eve 2015. And with her, they now have 6 grandchildren which they thoroughly enjoy.

Faculty Name

Tim McClendon*

Bio Detail

Tim McClendon began his insurance career in 1972. His training included several years with a major carrier in all facets of the property and casualty business. Tim is Managing Partner of Hertel McClendon, L.L.P. in Fort Worth, Texas. The agency maintains an additional location in Austin, Texas. The agency is affiliated with Insurors Group, L.L.C., comprised of twelve professional agencies in Fort Worth, Austin and all over Texas. Tim earned the Certified Insurance Counselor professional designation in 1977, the Certified Workers Compensation Advisor designation in 2004, and is a licensed risk manager. His clients include manufacturers, printers, law firms, technology, retail and contracting risks. A graduate of Texas Christian University, Tim holds a BBA degree in Management. He is a member of the TCU Lettermen's Association and the TCU Alumni Association. As a member of the Society of Certified Insurance Counselors National Faculty, Tim teaches insurance courses throughout Texas and around the country including Certified Insurance Service Representatives, Certified Insurance Counselors and Ruble Seminars. Tim was chosen as one of seven charter members of The National Alliance's Distinguished Faculty in 2014. He is a past chairman of the Board of Governors for the Society of CISR. Tim recently served as Chairman of the Technical Affairs Committee for the Independent Insurance Agents & Brokers of America and is a past chairman of Mid-America Insurance Conference. He is a past "Teacher of the Year" for Professional Insurance Agents of Texas and has been a member of the adjunct faculty teaching insurance and risk management courses for the M. J. Neeley School of Business at TCU. He has taught classes for the University of Dallas MBA program, the Independent Insurance Agents of Texas, CPCU Society, CFP program and in-house classes for many insurance carriers and agencies. Tim also serves as an expert witness in insurance-related litigation.

Faculty Name

Catherine Trischan

Bio Detail

Cathy Trischan has been with the E&K Insurance Group in Eatontown, New Jersey since 1996, and currently serves as Director of Commercial Underwriting. She began her insurance career upon graduation from Rutgers University in 1987. She has worked as a claims adjuster for a major property and casualty carrier as well as in the commercial departments of several large, New Jersey agencies. In addition to her work with E&K, Cathy provides education and consulting services to other agents and brokers. She is a National Faculty member of The National Alliance, speaking in both the CIC and CISR programs. She is a regular presenter for the Professional Insurance Agents (PIA) and other organizations and has taught both pre-licensing and continuing education courses. Cathy has written courses and articles on various insurance topics. A firm believer that one should never stop learning, Cathy holds several professional designations including CIC, CRM and CPCU. She earned her CIC designation in 1993 and her CRM designation in 2004.